Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mastrianna is an investment advisor representative at The Colony Group, LLC, a firm with more than $50 billion in assets under management. Jeffrey is registered with the state of Connecticut and Texas. Jeffrey has been in the financial services industry since 1988 and holds a series of licenses and certifications including the Series 63, Series 65, and Series 7. Jeffrey is also a Certified Financial Planner. The Colony Group provides a wide range of investment services, including financial planning, portfolio management, and pension consulting. The firm is committed to providing personalized financial solutions to meet the unique needs of each client.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
CT
11/07/2024 - Present
THE Colony Group, LLC (Westport CT)
CT
06/23/2010 - 08/02/2022
CHARLES SCHWAB & CO., INC. (Stamford CT)
NY
07/14/2009 - 06/07/2010
CHASE INVESTMENT SERVICES CORP. (WHITE PLAINS NY)
CT
09/19/1989 - 12/01/2008
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
CT
03/16/1989 - 08/14/1989
ADVEST, INC. (HARTFORD CT)
NA
08/11/1988 - 02/25/1989
DAVID LERNER ASSOCIATES, INC.
IA
Issued 03/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/19/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Mastrianna is the right advisor for you? Invested Better is here to help.
